The Plans Screen

Wondering where to get started in Fullcast? If this is your first time exploring a plan, this video will walk you through the plans screen and preview the various modules of a plan.

Video: Getting Started with Fullcast - The Plans Screen

Territories

The Territories module displays the structure of your go-to-market strategy. You will always see your territory segmentation hierarchy on the left, a grid displaying CRM data in the center, and a set of pinned metrics at the top. In the Territories Module, you can create, edit, and manage your territories to ensure they align with your strategic goals.

Teams

The Teams module gives you access to the structure of the people in your organization, highlighting various roles within your go-to-market teams. You can manage team structures, assign roles, and ensure that your go-to-market teams are aligned with your strategy.

Products

The Products module lets you structure your go-to-market strategy according to product lines. You can define and manage different product lines, ensuring that your strategy is tailored to each product's unique market needs and opportunities.

Policies

The Policies module is where Fullcast's robust automation lives, including our Copilot workflows. This module handles everything from processing employee terminations to routing policies, compliance data, and sales process policies. You can set up and automate various policies to streamline your operations and maintain compliance.

Roles

The Roles module allows you to access and manage different go-to-market roles within your organization, such as account executives and account managers. You can define roles, assign responsibilities, and ensure that each role aligns with your strategic objectives.

Industry Taxonomy 

The Industry Taxonomy module helps you manage your industry-specific classifications and standards. Here, you can customize and organize your industry taxonomy to ensure that your go-to-market strategy is aligned with industry norms and best practices.